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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,913 | $106,267-95.4% | $96,520-94.9% | $139,456-96.5% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 9.91% | 38.45%-28.5pp | 35.72%-25.8pp | 373.45%-363.5pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,417 | $5,454-37.4% | $4,879-30.0% | $6,711-49.1% |
| Admin fee / account holder | $372 | $7,882-95.3% | $6,733-94.5% | $11,407-96.7% |